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Project notes in sales packages, required bundles and price book filters

Sales packages can include a project-notes page, and bundles can be required and applied automatically. The price book table can be filtered by region and by missing prices.

Highlights

Project notes in sales packages

Sales packages can include a dedicated project-notes page with formatted text, headings and lists. Give the page a custom title, such as “Installation Notes”, and decide whether to include it in the final package. The title also appears in the table of contents.

Required bundles

Bundles can be marked as required and are applied automatically. They stay selected, and their variables remain editable. Bundle import and export include required bundles.

More improvements

  • Price book filters. Filter the price book table by region, or show only entries with missing prices. Custom properties can be shown as columns, and exports include each entry’s regions.
  • Custom installation overrides. Mounts and trim can be overridden with custom mount units and top depth.
  • Sales package layout. Imported marketing material no longer gets the footer and page numbers. The display background can be placed more precisely, and uploaded and customer logos fit better.
  • Installation template drawings are available in sales packages.
  • Curved displays. Top views label the radius more clearly.
  • Formulas: display_corner_count, display_inside_corner_count and display_outside_corner_count count the display’s corners, and formulas can use the cabinets’ total price.
  • Portuguese is available as a language.